Financial Security Advisor - Life & Retirement Planning

New York Life; Burbank (CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Pension benefits

Job summary

New York Life in Burbank is seeking a self-disciplined insurance agent dedicated to helping families secure their financial future. In this role, you will develop a client portfolio, conduct needs-analysis meetings, and build long-term relationships with clients while achieving sales targets.

The role offers a commission-based income potential exceeding $100,000 after meeting production requirements, along with benefits like medical, dental, and 401(k) plans.

Qualifications

• Strong communication and interpersonal skills required.
• Self-disciplined and driven by results.
• Understanding of retirement and college savings concepts essential.

Responsibilities

• Develop and maintain a client portfolio providing life insurance solutions.
• Conduct needs-analysis meetings to assess financial goals.
• Achieve sales targets and comply with regulatory requirements.

Skills

Self-disciplined

Strong communication skills

Interpersonal skills

Understanding of financial planning concepts

Results-driven

Job description

New York Life in Burbank is seeking a self-disciplined insurance agent dedicated to helping families secure their financial future. In this role, you will develop a client portfolio, conduct needs-analysis meetings, and build long-term relationships with clients while achieving sales targets.

The role offers a commission-based income potential exceeding $100,000 after meeting production requirements, along with benefits like medical, dental, and 401(k) plans.